Brian CriscioneCRD Number: 6444222
Current Firm: Ubs Financial Services Inc.
Brian Criscione (CRD# 6444222) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Ubs Financial Services Inc.||Weehawken, NJ||Dec 2016 - Current||5|
|Ubs Financial Services||Weehawken, NJ||Jan 2016 - Dec 2016||< 1|
|Bonefish Grill||Paramus, NJ||Jun 2015 - Jan 2016||< 1|
|Northwestern Mutual||Tampa, FL||Jan 2015 - May 2015||< 1|
|University Of South Florida||Tampa, FL||Aug 2011 - May 2015||3|
|Salvatore Ferragamo||New York, NY||May 2014 - Aug 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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